See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $286,769 |
SKIDMORE AND OLAUSSON PLLC3 years Filed as: SKIDMORE AND OLAUSSON Service code 10 · EIN 20-8950260 | Accounting | $18,100 |
OSAIC WEALTH INC1 year Service code 16 · EIN 93-0987232 | Consulting | $10,628 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,820 | $44,897-53.6% | $84,966-75.5% | $199,593-89.6% |
| Participation rate | 80.6% | 45.7%+34.9pp | 67.5%+13.1pp | 72.0%+8.6pp |
| Annual return | 5.64% | 20.96%-15.3pp | 66.38%-60.7pp | 34.25%-28.6pp |
| Employer contribution / active EE | $1,184 | $1,365-13.3% | $2,727-56.6% | $3,034-61.0% |
| Participant deferral / active EE | $2,976 | $2,668+11.5% | $4,519-34.2% | $5,087-41.5% |
| Admin fee / account holder | $100 | $584-82.9% | $6,149-98.4% | $269-62.9% |